Bridget Sullivan Mermel CFP(R) CPA
Should You Refinance Your Mortgage?
Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...
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Bridget Sullivan Mermel CFP(R) CPA
Feb 11
Heart vs. Head in Financial Decisions: Choosing What Feels Right
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023
Smart House Selling: Expert Tips and Strategies from Financial Planning Pros
In this episode of FTFP, John and Bridget discuss the challenges of selling a house and offer their insights and advice. From pricing...
Bridget Sullivan Mermel CFP(R) CPA
Oct 23, 2023
Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase
In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning...
Bridget Sullivan Mermel CFP(R) CPA
Jun 6, 2022
Is it Best to Pay Off Mortgage Before Retiring?
Should you pay off your mortgage before you retire? Is it best to pay of your mortgage before retiring? What are the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Nov 16, 2021
High Inflation Money Strategy: Invest to Beat Inflation
Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...
Bridget Sullivan Mermel CFP(R) CPA
Oct 22, 2020
Should I Refinance?
Mortgage interest rates are at record lows, so we're getting this question a lot, and encouraging a lot of people to look into it! Our...
Bridget Sullivan Mermel CFP(R) CPA
Oct 15, 2020
Video: Save money on taxes when you retire in Chicago
Saving money on state income tax, property tax and other Chicago fees when you retire in Chicago--that's what Kyle Harvey and Anne...
Bridget Sullivan Mermel CFP(R) CPA
Oct 14, 2020
6 Questions to Ask Mortgage Brokers
Originally published in 2009, the author updates this with new information periodicaly
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
Buying a house? Avoid these five pitfalls
The biggest mistake people make when buying a house is over-buying.
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
Buying a House? Talk to Kojak
Terri and David came in for a meeting with me. They were expecting a baby and wanted to buy a house. They had their eye on a $500,000...
Bridget Sullivan Mermel CFP(R) CPA
Jul 9, 2019
The Truth about Why to Invest in Real Estate
Don't buy real estate because you think it's an easy way to make money while in your underwear watching TV while eating Cheetos.
Bridget Sullivan Mermel CFP(R) CPA
May 19, 2010
Wall Street Journal Weighs in on Refinancing
Following up on my post about what to ask mortgage brokers, the Wall Street Journal has an interesting article on the current state of...
Bridget Sullivan Mermel CFP(R) CPA
Jul 17, 2009
How to Think about Real Estate Prices
I'm not very interested in predictions about how long the current economic downturn is going to last. What I'm interested is in the...
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